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Strategic Financial Concepts, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Strategic Financial Concepts, LLC
报告期 2026-03-31 · CIK 0001870686
持仓数
298
前50大市值合计
$254.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 54
增持 86
减持 7
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
PG
PROCTER AND GAMBLE CO
+$9.6M
58,975
+3923%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$5.8M
73,946
+84%
增持
AGG
ISHARES TR
+$4.9M
68,026
+318%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$4.9M
104,991
+1136%
增持
AVUS
AMERICAN CENTY ETF TR
+$4.8M
216,890
+27%
增持
SPYM
SPDR SER TR
+$4.7M
84,500
+417%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$4.7M
44,280
+92%
增持
AAPL
APPLE INC
+$4.4M
52,903
+39%
增持
IVV
ISHARES TR
+$4.3M
10,766
+201%
增持
NVDA
NVIDIA CORPORATION
+$4.0M
54,726
+96%
增持
QQQ
INVESCO QQQ TR
+$3.8M
15,548
+81%
增持
VOO
VANGUARD INDEX FDS
+$3.7M
22,484
+41%
增持
GOVT
ISHARES TR
+$3.6M
189,677
+511%
建仓
SPTS
SPDR SER TR
+$3.5M
120,997
增持
SPDW
SPDR INDEX SHS FDS
+$3.4M
139,454
+284%
增持
AMZN
AMAZON COM INC
+$3.4M
33,644
+57%
增持
THYF
T ROWE PRICE ETF INC
+$3.2M
69,481
+842%
增持
IJH
ISHARES TR
+$3.1M
121,877
+69%
增持
NOBL
PROSHARES TR
+$2.9M
61,639
+106%
增持
FLTR
VANECK ETF TRUST
+$2.8M
458,514
+32%
建仓
TIP
ISHARES TR
+$2.8M
26,078
建仓
DGRW
WISDOMTREE TR
+$2.8M
34,253
减持
TSLA
TESLA INC
+$2.7M
21,888
-7%
增持
ILCG
ISHARES TR
+$2.7M
39,527
+293%
增持
SPMD
SPDR SER TR
+$2.7M
57,185
+580%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$2.7M
46,219
增持
SPYG
SPDR SER TR
+$2.3M
33,501
+364%
增持
TFLO
ISHARES TR
+$2.3M
58,104
+399%
增持
SPSM
SPDR SER TR
+$2.3M
138,393
+59%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.2M
198,169
+423%
增持
TBUX
T ROWE PRICE ETF INC
+$2.2M
266,741
+21%
增持
DGRO
ISHARES TR
+$2.2M
58,049
+162%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$2.0M
32,059
增持
GCOW
PACER FDS TR
+$2.0M
80,658
+322%
增持
USFR
WISDOMTREE TR
+$1.9M
42,235
+855%
增持
IWY
ISHARES TR
+$1.9M
9,156
+622%
增持
VXUS
VANGUARD STAR FDS
+$1.7M
44,843
+225%
增持
GLD
SPDR GOLD TR
+$1.7M
9,427
+282%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$1.6M
47,328
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$1.6M
40,357
+347%
建仓
SPAB
SPDR SER TR
+$1.5M
61,492
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.5M
95,124
+740%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.5M
32,088
+116%
增持
EFG
ISHARES TR
+$1.4M
19,986
+328%
增持
—
EXXON MOBIL CORP
+$1.4M
30,476
+91%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.4M
60,489
+14%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$1.3M
4,806
建仓
SHY
ISHARES TR
+$1.2M
15,196
增持
BND
VANGUARD BD INDEX FDS
+$1.2M
48,622
+61%
建仓
FALN
ISHARES TR
+$1.2M
44,195
增持
XLE
SELECT SECTOR SPDR TR
+$1.2M
20,683
+199%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$1.2M
13,964
+356%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.1M
226,653
+23%
增持
AVMU
AMERICAN CENTY ETF TR
+$1.1M
53,039
+89%
增持
HDV
ISHARES TR
+$1.1M
13,343
+311%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$1.0M
31,940
+266%
建仓
BSCY
INVESCO EXCH TRD SLF IDX FD
+$1.0M
49,477
增持
AVDE
AMERICAN CENTY ETF TR
+$979.0K
104,652
+29%
增持
AVIG
AMERICAN CENTY ETF TR
+$962.6K
154,234
+24%
增持
VTI
VANGUARD INDEX FDS
+$946.3K
41,172
+6%
增持
IWR
ISHARES TR
+$929.1K
15,946
+192%
增持
DIVO
AMPLIFY ETF TR
+$915.6K
27,806
+446%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$915.4K
34,045
+74%
增持
SPYD
SPDR SER TR
+$915.2K
27,194
+376%
建仓
ARKK
ARK ETF TR
+$908.3K
15,999
增持
VB
VANGUARD INDEX FDS
+$873.1K
9,985
+55%
建仓
ACWV
ISHARES INC
+$869.2K
7,960
增持
—
INVESCO EXCH TRD SLF IDX FD
+$864.2K
69,211
+153%
建仓
EQAL
INVESCO EXCH TRADED FD TR II
+$863.6K
17,880
建仓
STIP
ISHARES TR
+$862.9K
8,578
建仓
SPEM
SPDR INDEX SHS FDS
+$855.1K
22,285
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$843.6K
44,000
+398%
增持
WMT
WALMART INC
+$825.4K
26,435
+37%
增持
MSFT
MICROSOFT CORP
+$819.6K
6,683
+44%
增持
OKE
ONEOK INC NEW
+$809.6K
12,442
+158%
建仓
COWZ
PACER FDS TR
+$777.1K
13,760
建仓
ITOT
ISHARES TR
+$771.7K
6,000
建仓
T
AT&T INC
+$757.3K
33,260
增持
TCAF
T ROWE PRICE ETF INC
+$666.6K
93,440
+27%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$653.1K
61,726
+142%
建仓
BBIN
J P MORGAN EXCHANGE TRADED F
+$640.2K
11,212
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$639.3K
47,629
+56%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$637.4K
17,780
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$635.8K
57,483
+134%
增持
V
VISA INC
+$633.1K
3,398
+112%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$629.9K
68,670
+136%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$627.3K
69,093
+139%
增持
BSCW
INVESCO EXCH TRD SLF IDX FD
+$623.9K
54,986
+139%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$619.7K
56,707
+131%
建仓
TOTL
SSGA ACTIVE ETF TR
+$618.5K
15,703
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$616.2K
51,356
+153%
增持
BSCX
INVESCO EXCH TRD SLF IDX FD
+$610.7K
52,897
+138%
建仓
MS
MORGAN STANLEY
+$580.0K
4,613
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$560.1K
4,882
增持
SCHA
SCHWAB STRATEGIC TR
+$560.1K
110,281
+148%
增持
META
META PLATFORMS INC
+$554.8K
2,142
+75%
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$541.2K
10,778
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$531.6K
0
-100%
增持
SGOV
ISHARES TR
+$526.2K
35,862
+18%
增持
CVX
CHEVRON CORP NEW
+$522.8K
5,352
+212%
减持
VGT
VANGUARD WORLD FD
-$508.6K
2,088
-32%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$500.8K
12,522
减持
AFL
AFLAC INC
-$492.9K
2,652
-61%
增持
GOOG
ALPHABET INC
+$489.5K
7,986
+29%
增持
AVEM
AMERICAN CENTY ETF TR
+$483.9K
51,658
+31%
增持
XLV
SELECT SECTOR SPDR TR
+$473.5K
7,210
+114%
建仓
MNBD
ALPS ETF TR
+$468.3K
18,330
减持
VUG
VANGUARD INDEX FDS
-$463.5K
13,657
-14%
减持
BIL
SPDR SER TR
-$450.4K
163,190
-3%
建仓
BAB
INVESCO EXCH TRADED FD TR II
+$444.8K
17,008
建仓
OUSM
ALPS ETF TR
+$444.6K
10,170
增持
AVGE
AMERICAN CENTY ETF TR
+$442.6K
13,581
+86%
建仓
IAU
ISHARES GOLD TR
+$442.2K
8,931
建仓
ONEQ
FIDELITY COMWLTH TR
+$435.5K
5,726
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$434.3K
5,637
建仓
JAAA
JANUS DETROIT STR TR
+$431.0K
8,499
建仓
PYPL
PAYPAL HLDGS INC
+$423.3K
4,960
建仓
MAIN
MAIN STR CAP CORP
+$420.0K
7,170
增持
HD
HOME DEPOT INC
+$418.2K
2,424
+87%
增持
GOOGL
ALPHABET INC
+$417.2K
8,615
+18%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$408.5K
3,423
增持
IJR
ISHARES TR
+$408.2K
6,106
+142%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$405.5K
10,908
建仓
EOG
EOG RES INC
+$399.8K
3,262
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$386.0K
22,185
+129%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$383.0K
22,628
-20%
增持
VYM
VANGUARD WHITEHALL FDS
+$361.8K
5,803
+97%
清仓
VNQ
VANGUARD INDEX FDS
-$358.6K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$354.4K
1,795
建仓
XAR
SPDR SER TR
+$352.6K
2,126
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$347.2K
4,425
清仓
TTD
THE TRADE DESK INC
-$346.1K
0
-100%
建仓
JMEE
J P MORGAN EXCHANGE TRADED F
+$336.0K
5,556
建仓
PULS
PGIM ETF TR
+$334.3K
6,746
增持
SPYV
SPDR SER TR
+$333.5K
24,882
+40%
增持
JPM
JPMORGAN CHASE & CO.
+$329.0K
2,286
+120%
建仓
ROK
ROCKWELL AUTOMATION INC
+$328.2K
1,148
建仓
NULG
NUSHARES ETF TR
+$327.1K
3,810
增持
XLP
SELECT SECTOR SPDR TR
+$324.8K
9,276
+90%
建仓
IUSG
ISHARES TR
+$324.3K
2,327
建仓
ABT
ABBOTT LABS
+$315.8K
2,792
建仓
COP
CONOCOPHILLIPS
+$314.1K
3,168
建仓
SHM
SPDR SER TR
+$309.3K
6,526
增持
IEFA
ISHARES TR
+$308.3K
9,815
+101%
建仓
USMV
ISHARES TR
+$306.0K
3,446
建仓
TILL
LISTED FD TR
+$304.8K
16,387
建仓
ESGU
ISHARES TR
+$301.7K
2,342
减持
TBLL
INVESCO EXCH TRADED FD TR II
-$294.0K
3,287
-46%
建仓
SHEL
SHELL PLC
+$292.9K
4,675
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$292.2K
3,745
